Finance Score: -2

Governance Score: 8

Support Score: 10

Large legacies income: +2
Multiple Deficits: -2
Fundraising costs high: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 16

ROYAL OSTEOPOROSIS SOCIETY

Our vision is a future without osteoporosis. We will: Improve the nation's bone health and prevent osteoporosis; Influence healthcare professionals to deliver high quality healthcare so that people are assessed & treated earlier; Provide the best information, support & services to help people with osteoporosis live well; Drive research and development of new treatments that will beat osteoporosis

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has received more than half of its income from legacies in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£4,668	£4,774	£-106	£1,026	£5,279	£5,217	13.1	49	500
31/12/21		£4,289	£3,927	£362	£838	£5,629	£5,549	17	38	500
31/12/20		£5,402	£3,736	£1,666	£676	£6,026	£5,308	17.1	48	500
31/12/19		£4,454	£5,129	£-675	£1,131	£4,372	£3,786	8.9	65	481
31/12/18		£4,566	£5,835	£-1,269	£1,098	£4,931	£4,696	9.7	70	470
31/12/17		£4,368	£4,852	£-484	£974	£6,377	£5,881	14.5	67	0
31/12/16		£4,841	£5,071	£-230	£1,041	£6,746	£6,297	14.9	62	0
31/12/15		£4,801	£4,031	£771	£900	£6,730	£6,472	19.3	57	0
31/12/14		£4,922	£4,046	£876	£991	£5,943	£5,643	16.7	52	0
31/12/13		£3,369	£3,367	£3	£754	£5,000	£4,697	16.7	49	0
31/12/12		£3,469	£3,458	£12	£767	£4,814	£4,226	14.7	49	0
31/12/11		£3,237	£3,410	£-173	£797	£4,667	£4,023	14.2	54	0
31/12/10		£3,529	£5,484	£-1,956	£798	£4,907	£4,287	9.4	56	0
31/12/09		£4,228	£5,900	£-1,672	£1,007	£6,752	£4,714	9.6	57	0
31/12/08		£7,327	£5,327	£2,000	£918	£8,400	£4,965	11.2	51	0
31/12/07		£4,403	£3,836	£566	£562	£6,400	£4,170	13	43	0
31/12/06		£4,226	£3,095	£1,131	£0	£0	£0	n/a	0	0
31/12/05		£3,041	£2,997	£44	£0	£0	£0	n/a	0	0
31/12/04	*	£1,816	£1,696	£120	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 23.4%
Fundraising Costs/Total Spending: 22%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 16%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 13.1 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4

Asset Split ?

Established: 20 years

www.theros.org.uk

helen.kingman@theros.org.uk

01761473251

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Guernsey, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

49 employees
500 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Department of Health	£516,044
National Lottery Community Fund	£344,896
Garfield Weston Foundation	£100,000
DCMS	£100,000
Masonic Trust	£49,539

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Osteoporosis Connect
£344,896	27/03/2023	The funding will be used to deliver a web-based support forum for people affected by osteoporosis. The project aims to reduce the isolation anxiety and loneliness caused by osteoporosis.
Masonic Trust - MCF Large Grant
£49,539	25/01/2023	Osteoporosis Together
Garfield Weston Foundation - Major Grants award - COVID19 response
£100,000	24/07/2020	Major Grants award - COVID19 response
DCMS - Coronavirus Community Support Fund
£100,000	08/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Department of Health - Covid Funding
£258,022	22/05/2020	Support to prevent falls and fractures in over 70s
Department of Health - Royal Osteoporosis Society
£258,022	17/04/2020	The grant funding provided a period of support for charities providing vital services to ensure they could meet increased demand as a result of COVID-19, while continuing their day-to-day activities ....more The grant funding provided a period of support for charities providing vital services to ensure they could meet increased demand as a result of COVID-19, while continuing their day-to-day activities to help those in need, up to the end of October 2021. Each organisation was either:Providing key services specific to supporting the Covid-19 response, to reduce burden on the NHS or other public services; orProviding critical frontline services to vulnerable groups affected by Covid-19 and associated measures (ie. social-distancing) (must outline the characteristics that make those groups vulnerable).
National Lottery Community Fund - 'Falls, Fractures, Frailty & Osteoporosis' Conference
£10,000	20/12/2016 1	'Falls, Fractures, Frailty & Osteoporosis' Conference

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 36-71

DR GURJIT BHOGAL Appointed: 2023, Occupation: Medical Doctor

DAME BARBARA MARY FROST Appointed: 2023, Occupation: Trustee

JAMES DUNCAN HAMMOND ABBOTT Appointed: 2023, Occupation: Finance Director

PAUL HERBERT Appointed: 2022, Occupation: Consultant

PROFESSOR EMMA MARGARET CLARK Appointed: 2023, Occupation: Academic Clinician

TERESA HICKS Appointed: 2022, Occupation: Fundraising Director

DR NICOLA FRANCES ANNE PEEL Appointed: 2019, Occupation: Consultant Physician

FRANCES GRIGG Appointed: 2015, Occupation: Accountant

PETER JOHN GOTHAM Appointed: 2019, Occupation: Chartered Accountant

PROFESSOR NEIL GITTOES (Chair) Appointed: 2015, Occupation: Medical Practitioner

RICHARD DARCH Appointed: 2019, Occupation: Company Director

IAN STUART COOPER Appointed: 2022, Occupation: Chartered Accountant, Other trusteeship: THE UNITED WORLD COLLEGE OF THE ATLANTIC LIMITED,

JUDITH ANN LYONS Appointed: 2022, Occupation: Self Employed, Other trusteeship: NOTTINGHAM FOREST COMMUNITY TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/03/2004, number: 1102712
Registered at Companies House on 15/12/2003, number: 04995013

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR04: 127 days late,

Main office

St James House
The Square
Lower Bristol Road
Bath
BA2 3BH

Objectives

A) TO RELIEVE SICKNESS AND TO PROMOTE AND ADVANCE MEDICAL KNOWLEDGE WITH PARTICULAR REFERENCE TO ALL ASPECTS OF OSTEOPOROSIS AND ALL SIMILAR AND RELATED CONDITIONS;B) TO UNDERTAKE RESEARCH IN RELATION THERETO; AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE UNITED KINGDOM

Data Sources